The Charging Interface is Unified, and the Connector Manufacturer Becomes the Biggest Winner

Previously, Ding Lei, a member of the CPPCC National Committee, recommended to the Ministry of industry and information technology to unify the standard port of smart electronic equipment charger to further reduce the carbon neutralization of e-waste. Recently, the Ministry of industry and information technology made a clear reply, saying that it would speed up the unification of charging interface and technology of electronic equipment. As soon as the news came out, it attracted extensive attention and discussion from the industry and consumers and even conducted a popular search on Weibo. It is worth mentioning that usb-c, as a recognized mainstream charging interface in the market, is expected to further accelerate the large-scale replacement of traditional charging interface with the help of the Ministry of industry and information technology. The market capacity will also increase significantly.

The Ministry of industry and information technology said in the document that with the rapid iteration of charging/data interface and charging technology, the smart terminal market has formed a pattern of coexistence of usb-c interface, various interfaces, and charging technology. After the user changes the equipment, most of the original chargers and data lines are idle, resulting in huge waste. Vigorously promoting the integration of charging interface and technology is conducive to reducing e-waste and improving resource utilization efficiency.

At the same time, the Ministry of industry and information technology also said that it would strengthen the formulation of charging technical specifications for terminal equipment, promote the integration and exchange of rapid charging technology, and promote the electronic recycling of waste electrical appliances. And share the next work route: continue to promote the formulation of relevant national standards, promote the unification of charging interface and technology, improve the recycling rate of electronic products, and strive to promote the high-quality development of the consumer electronics industry.

On May 28, 2021, the telecommunications terminal Industry Association issued the integrated fast charging standard, the technical specification for integrated fast charging of mobile terminals, referred to as ufcs, which is also the first general fast charging standard in China. It mainly solves the problems of complexity, variability, and incompatibility of market fast charging standards. The fast charging standard is based on the implementation of a usb-c interface.

Under the guidance of policies and standards, it is bound to promote the upgrading of many traditional power supply interfaces and accelerate the market popularization of usb-c interface; It may lead to a surge in market demand for the usb-c interface, and usb-c connector manufacturers will also usher in the golden age of delivery.

On the device side, the popularity of usb-c interface is very low in the product fields such as electric razor, electric toothbrush, facial cleanser, electric hand scissors, electric screwdriver, and so on.

Until recent years, some brands began to introduce usb-c charging interfaces into personal care products to improve the universality of products to chargers. This measure of the Ministry of industry and information technology will greatly promote the substitution of usb-c interfaces in traditional accessories, and the huge market base will also become the performance growth point of usb-c connector manufacturers.

At the same time, in the process of upgrading the charging interface of traditional electronic equipment, the demand for usb-c chargers and usb-c charging lines will inevitably increase. According to the standard calculation that each charger is equipped with at least one usb-c connector and each charging line is equipped with two usb-c connectors, the demand for usb-c connectors in the parts market is at least three times that of the demand. Usb-c connector manufacturers will be the biggest winners.